See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-0768986 | Advisory (Plan) | $23,242 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $18,096 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Claims proces... | $7,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,827 | $73,102+40.7% | $123,544-16.8% | $56,287+82.7% |
| Participation rate | 97.1% | 74.3%+22.8pp | 82.3%+14.8pp | 69.9%+27.3pp |
| Annual return | -3.36% | 3.01%-6.4pp | 119.20%-122.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,969 | $2,977-0.3% | $4,628-35.8% | $2,111+40.7% |
| Participant deferral / active EE | $6,832 | $5,423+26.0% | $6,426+6.3% | $3,350+104.0% |
| Admin fee / account holder | $301 | $554-45.6% | $9,284-96.8% | $521-42.2% |